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Portfolio (Quarterly) Guide ↗

Montecito Bank & Trust

· CIK 0001422508
13F Portfolio $627M AUM 441 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 265 New
Page 13 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 HPQ HP INC Technology 13,043.0 $291K 0.05% NEW $22.28 -6.6%
242 ADBE ADOBE INC Technology 814.0 $285K 0.04% NEW $349.99 -27.0%
243 AMT AMERICAN TOWER CORP Real Estate 1,610.0 $283K 0.04% NEW $175.57 +1.0%
244 XLP CONSUMER STAPLES SELECT SECTOR 3,612.0 $281K 0.04% NEW $77.68 +10.6%
245 INVH INVITATION HOMES INC Real Estate 9,877.0 $274K 0.04% NEW $27.79 +0.5%
246 XLC COMMUNICATION SERVICES SECTOR S 2,318.0 $273K 0.04% NEW $117.72 -0.6%
247 TOL TOLL BROTHERS INC Consumer Cyclical 1,998.0 $270K 0.04% NEW $135.22 -6.7%
248 ROK ROCKWELL AUTOMATION INC Industrials 663.0 $258K 0.04% NEW $389.07 +15.3%
249 IWS ISHARES RUSSELL MID-CAP VALUE E 1,811.0 $255K 0.04% NEW $141.05 +10.2%
250 REGN REGENERON PHARMACEUTICALS Healthcare 317.0 $245K 0.04% NEW $771.87 -9.5%
251 CTSH COGNIZANT TECH SOLUTIONS-A Technology 2,943.0 $244K 0.04% NEW $83.00 -43.2%
252 ITA ISHARES U.S. AEROSPACE & DEFENS 1,096.0 $235K 0.04% NEW $214.69 +2.6%
253 KR KROGER CO Consumer Defensive 3,750.0 $234K 0.04% NEW $62.48 +5.7%
254 OTIS OTIS WORLDWIDE CORP Industrials 2,640.0 $231K 0.04% NEW $87.35 -18.7%
255 BND VANGUARD TOTAL BOND MARKET ETF 3,097.0 $229K 0.04% NEW $74.07 -1.9%
256 SHEL SHELL PLC-ADR Energy 3,120.0 $229K 0.04% NEW $73.48 +16.2%
257 J JACOBS SOLUTIONS INC Industrials 1,706.0 $226K 0.04% NEW $132.46 -16.6%
258 TLH ISHARES 10-20 YEAR TREASURY BON 2,190.0 $223K 0.04% NEW $101.67 -3.9%
259 KKR KKR & CO INC Financial Services 1,723.0 $220K 0.04% NEW $127.48 -23.9%
260 AGZ ISHARES AGENCY BOND ETF 1,978.0 $218K 0.04% NEW $110.25 -1.4%
Page 13 of 14  ·  265 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.2%
Financial Services 18.4%
Healthcare 11.5%
Communication Services 9.6%
Consumer Defensive 9.3%
Industrials 9.2%
Energy 4.4%
Consumer Cyclical 4.1%
Utilities 1.4%
Real Estate 1.1%